RWA Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $747K | Buy |
7,801
+165
| +2% | +$15.5K | 0.01% | 400 |
|
|
2026
Q1 | $737K | Buy |
7,636
+2,683
| +54% | +$248K | 0.01% | 388 |
|
|
2025
Q4 | $432K | Buy |
4,953
+345
| +7% | +$31.5K | ﹤0.01% | 467 |
|
|
2025
Q3 | $437K | Buy |
4,608
+40
| +0.9% | +$3.73K | 0.01% | 466 |
|
|
2025
Q2 | $419K | Buy |
+4,568
| New | +$410K | 0.01% | 456 |
|
|
2025
Q1 | – | Sell |
-8,614
| Closed | -$709K | – | 581 |
|
|
2024
Q4 | $709K | Sell |
8,614
-5,084
| -37% | -$446K | 0.01% | 370 |
|
|
2024
Q3 | $1.24M | Buy |
13,698
+1,519
| +12% | +$130K | 0.02% | 293 |
|
|
2024
Q2 | $945K | Buy |
12,179
+3,610
| +42% | +$274K | 0.01% | 311 |
|
|
2024
Q1 | $615K | Sell |
8,569
-38
| -0.4% | -$2.62K | 0.01% | 368 |
|
|
2023
Q4 | $603K | Sell |
8,607
-10,834
| -56% | -$744K | 0.01% | 360 |
|
|
2023
Q3 | $1.26M | Buy |
19,441
+12,246
| +170% | +$850K | 0.03% | 177 |
|
|
2023
Q2 | $505K | Sell |
7,195
-11,764
| -62% | -$844K | 0.01% | 228 |
|
|
2023
Q1 | $1.32M | Buy |
18,959
+153
| +0.8% | +$10.3K | 0.03% | 117 |
|
|
2022
Q4 | $1.35M | Hold |
18,806
| – | – | 0.03% | 120 |
|
|
2022
Q3 | $1.28M | Sell |
18,806
-4,662
| -20% | -$353K | 0.09% | 112 |
|
|
2022
Q2 | $1.67M | Buy |
23,468
+5,469
| +30% | +$402K | 0.11% | 97 |
|
|
2022
Q1 | $1.3M | Buy |
17,999
+4
| +0% | +$271 | 0.08% | 119 |
|
|
2021
Q4 | $1.23M | Buy |
17,995
+48
| +0.3% | +$3.06K | 0.08% | 121 |
|
|
2021
Q3 | $1.11M | Buy |
17,947
+373
| +2% | +$24K | 0.08% | 116 |
|
|
2021
Q2 | $1.06M | Hold |
17,574
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $1.09M | Buy |
17,574
+5,150
| +41% | +$308K | 0.09% | 118 |
|
|
2020
Q4 | $763K | Sell |
12,424
-18
| -0.1% | -$1.08K | 0.07% | 138 |
|
|
2020
Q3 | $675K | Buy |
12,442
+18
| +0.1% | +$962 | 0.07% | 130 |
|
|
2020
Q2 | $644K | Sell |
12,424
-89
| -0.7% | -$4.95K | 0.08% | 123 |
|
|
2020
Q1 | $677K | Buy |
12,513
+100
| +0.8% | +$6.33K | 0.1% | 114 |
|
|
2019
Q4 | $791K | Hold |
12,413
| – | – | 0.08% | 134 |
|
|
2019
Q3 | $767K | Sell |
12,413
-300
| -2% | -$17.4K | 0.08% | 137 |
|
|
2019
Q2 | $703K | Buy |
12,713
+300
| +2% | +$16.1K | 0.08% | 141 |
|
|
2019
Q1 | $641K | Hold |
12,413
| – | – | 0.07% | 146 |
|
|
2018
Q4 | $545K | Hold |
12,413
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $541K | Sell |
12,413
-120
| -1% | -$5.53K | 0.06% | 142 |
|
|
2018
Q2 | $580K | Buy |
12,533
+12,223
| +3,943% | +$547K | 0.06% | 148 |
|
|
2018
Q1 | $14K | Buy |
+310
| New | +$13.8K | ﹤0.01% | 434 |
|
Other funds holding SO
RWA Wealth Partners's SO Position: Q2 2026 in Review
RWA Wealth Partners increased its Southern Company (SO) stake by 2.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 7,801 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #400.
RWA Wealth Partners first reported a position in SO in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.67M in Q2 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- RWA Wealth Partners held 7,801 shares of Southern Company worth $747K as of Q2 2026.
- RWA Wealth Partners bought 165 Southern Company shares in Q2 2026, an estimated $15.5K.
- Southern Company made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #400 holding.
- RWA Wealth Partners first reported a position in Southern Company in Q1 2018 and has held it in 33 quarters since.
- RWA Wealth Partners's Southern Company position peaked at $1.67M in Q2 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.